View/edit reporting node

To view or change an existing node:

1. From the main menu, select Administration > Instance Management > Financial Reporting.

   The Financial Reporting screen appears.

2. Click the node you want to edit.

   The reporting node's property window appears. It is divided into three sections.

   • The top-left section allows you to change the information that was specified when the node was created. You can modify the details and click Save. Note: If you have made changes and then want to reverse them (before you have clicked Save), click Undo.
   • The bottom-left section allows you to change the employee(s) who will be able to view financial data for this reporting node and its child nodes.
   • The top-right section allows you to add financial codes to the reporting node.

Reporting Node Description Translations

If multi-language support is enabled for your company and you have the correct administration right (Admin - Company Translations), you can configure your reporting node description (and additional detail if required) in the languages your company instance supports. If a user then changes their language setting via their personal settings, the translated value for the description is used wherever it appears in the system.

1. Click the Edit Translation link at the top of the reporting node's property window.

   The Node Name - <name> dialogue box appears.

2. Type translations for each of the supported languages.
3. Click Save.

Note: To set up multi-language support, contact your helpdesk.